Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Jay Anderson

Jay Anderson

Registered Representative

319-352-6149

319-352-2075

Stacie Brass

Stacie Brass, AIF, CPC

Investment Advisor Representative

319-596-1102

319-352-2075

Scott Durscher

Scott Durscher, RICP®

Investment Advisor Representative

319-596-1100

319-352-2075

Anthony (Tony) Gaiffe

Anthony Gaiffe, CFP®

Investment Advisor Representative

319-247-7816

319-365-6919

Jason Willenborg

Jason Willenborg

Investment Advisor Representative

319-247-7826

319-365-6919

Michele Wheeler

Michele Wheeler

Investment Advisor Representative

319-483-4851

319-352-2075

Nancy Henn

Nancy Henn

Online Portfolio Specialist

319-247-7842

319-365-6919

Denise Kintzel

Denise M. Kintzel

Account Specialist to Todd Manternach

319-247-7847

319-365-6919

Theresa Farmer

Theresa Farmer

Account Specialist / Systems

319-247-7848

319-365-6919

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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